Group News
New AI-powered AML and client onboarding process launched for funding clients
A new digital AML and client onboarding process, developed in partnership with Nivo, is now officially live. Reflecting our continued investment in technology, the new process replaces manual forms and repeated follow-ups with a secure, compliant and streamlined workflow delivered through the Leonard Curtis Funding mobile app, allowing clients to complete forms, communicate securely and upload documentation all in one place.
People powered by technology
This investment in technology is about giving the team more time, not replacing what they do. By automating the most time-consuming administrative elements of AML and onboarding, the team is freed up to focus on building strong, meaningful relationships with clients and their advisers to deliver the genuine personal service Leonard Curtis is known for. The expertise, judgement and client focus remain firmly with the people. Technology simply removes the paperwork.
Saving clients' time
The new process introduces several capabilities designed to reduce administrative friction for both clients and the team, while keeping human oversight at the centre of every stage.
The AI acts as an additional resource rather than a replacement for people, prompting swift completion and ensuring nothing is missed. Clients have the option to update their forms using voice-enabled input, making the process as straightforward as possible.
Ellie Woodhouse, Director of Funding Operations, said: "By using AI to handle that groundwork in a secure and controlled environment, we free our team up to concentrate on delivering for our clients and building relationships, focusing on the areas where human expertise adds the most value. We acknowledge this process can be challenging and time-consuming for clients; our solution focuses on enhancing their experience, which is a key priority."
Looking for funding advice and support? Contact our team by phoning 0330 0243 999 or via email on hello@leonardcurtis.co.uk
Feedback Form
Lorem ipsum dolor sit amet, consectetur adipiscing elit. Donec ultricies consequat.
News and insights
Get in touch
with Leonard Curtis
Forward
with purpose
Leonard Curtis is a trading style of Reach Commercial Finance Limited, registered at Riverside House, Irwell Street, Manchester, M3 5EN. Company Register number is 09056450. Reach Commercial Finance Limited is authorised and regulated by the Financial Conduct Authority, FRN: 753686. Reach Commercial Finance Limited is an authorised credit broker and not a lender. We work with an unrestricted number of lenders to find a potentially suitable arrangement for your consideration. ICO registration ZA069234 and you can check via www.ico.org.uk. We will receive commission from lenders. Different lenders pay different amounts depending on different commission models. For transparency we work with the following commission models: fixed fee, fixed rate of commission, percentage of the amount you borrow and rate for risk (this is based on the risk profile of the business). Further details of the commission model, calculation and amount will be disclosed to you throughout your customer journey. Privacy notice.
Leonard Curtis Legal Limited is a limited company, registered in England and Wales with registered number 09820186. Registered office: Riverside House, Irwell Street, Manchester M3 5EN. Leonard Curtis Legal Limited is registered with the Solicitors Regulation Authority with number 626004.